Robertson Stephens Wealth Management LLC Buys 28,508 Shares of Invesco California AMT-Free Municipal Bond ETF $PWZ

Robertson Stephens Wealth Management LLC grew its stake in Invesco California AMT-Free Municipal Bond ETF (NYSEARCA:PWZ) by 119.5% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 52,356 shares of the company’s stock after acquiring an additional 28,508 shares during the period. Robertson Stephens Wealth Management LLC owned 0.12% of Invesco California AMT-Free Municipal Bond ETF worth $1,265,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors also recently modified their holdings of the stock. Keybank National Association OH raised its stake in shares of Invesco California AMT-Free Municipal Bond ETF by 0.4% in the fourth quarter. Keybank National Association OH now owns 107,379 shares of the company’s stock worth $2,594,000 after acquiring an additional 433 shares during the last quarter. Atlas Legacy Advisors LLC raised its stake in shares of Invesco California AMT-Free Municipal Bond ETF by 50.6% in the fourth quarter. Atlas Legacy Advisors LLC now owns 37,418 shares of the company’s stock worth $904,000 after acquiring an additional 12,578 shares during the last quarter. Mattern Capital Management LLC raised its stake in shares of Invesco California AMT-Free Municipal Bond ETF by 3.5% in the fourth quarter. Mattern Capital Management LLC now owns 33,047 shares of the company’s stock worth $798,000 after acquiring an additional 1,108 shares during the last quarter. Omega Financial Group LLC raised its stake in shares of Invesco California AMT-Free Municipal Bond ETF by 2.4% in the fourth quarter. Omega Financial Group LLC now owns 25,777 shares of the company’s stock worth $623,000 after acquiring an additional 597 shares during the last quarter. Finally, Lodestar Private Asset Management LLC raised its stake in shares of Invesco California AMT-Free Municipal Bond ETF by 8.1% in the fourth quarter. Lodestar Private Asset Management LLC now owns 69,375 shares of the company’s stock worth $1,676,000 after acquiring an additional 5,223 shares during the last quarter.

Invesco California AMT-Free Municipal Bond ETF Price Performance

Shares of NYSEARCA PWZ opened at $24.22 on Monday. Invesco California AMT-Free Municipal Bond ETF has a 1-year low of $22.75 and a 1-year high of $24.59. The company has a 50-day moving average of $24.19 and a two-hundred day moving average of $24.23.

About Invesco California AMT-Free Municipal Bond ETF

The Invesco California AMT-Free Municipal Bond ETF (PWZ) is an exchange-traded fund that mostly invests in investment grade fixed income. The fund tracks an index of insured investment-grade, tax-exempt debt issued by California or any US territory with at least 15 years remaining to maturity. PWZ was launched on Oct 11, 2007 and is managed by Invesco.